DIA
SPA

Dean Investment Associates’s Sparton SPA Stock Holding History

Dean Investment Associates’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-120,145
Closed -$3.06M – 230
2013
Q3 		$3.06M Buy
120,145
+11,170
+10% +$221K 0.8% 43
2013
Q2 		$1.88M Buy
+108,975
New +$1.61M 0.54% 63

Other funds holding SPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dean Investment Associates's SPA Position: Q4 2013 in Review

Dean Investment Associates sold out of Sparton (SPA) in Q4 2013, closing a stake of 120,145 shares — an estimated $3.06M sold.

Dean Investment Associates first reported a position in SPA in Q2 2013 and held it in 2 quarters. The position peaked at $3.06M in Q3 2013. 73 funds tracked by Wall St. Rank hold SPA as of Q4 2013.

  • Dean Investment Associates reported no remaining Sparton position as of Q4 2013 after selling out during the quarter.
  • Dean Investment Associates sold 120,145 Sparton shares in Q4 2013, an estimated $3.06M.
  • Dean Investment Associates first reported a position in Sparton in Q2 2013 and held it in 2 quarters.
  • Dean Investment Associates's Sparton position peaked at $3.06M in Q3 2013.
  • 73 funds tracked by Wall St. Rank held Sparton as of Q4 2013.

Based on Dean Investment Associates's 13F filing for Q4 2013, filed 23 Jan 2014.